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Tiemann Investment Advisors Portfolio holdings

AUM $276M
1-Year Est. Return 27.03%
This Fund
S&P 500
This Quarter Est. Return
-1.33%
1 Year Est. Return
+27.03%
3 Year Est. Return
+77.05%
5 Year Est. Return
+93.67%
10 Year Est. Return
+343.55%
AUM
$220M
AUM Growth
-$4.58M
Cap. Flow
+$1.21M
Cap. Flow %
0.55%
Top 10 Hldgs %
42.4%
Holding
198
New
6
Increased
31
Reduced
99
Closed
6

Top Buys

Rank Stock Value
1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.64M
2
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$1.08M
3
GSST icon
Goldman Sachs Access Ultra Short Bond ETF
GSST
+$1.01M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$584K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$330K

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$358K
2
MSFT icon
Microsoft
MSFT
+$331K
3
NVDA icon
NVIDIA
NVDA
+$318K
4
DECK icon
Deckers Outdoor
DECK
+$305K
5
EIX icon
Edison International
EIX
+$303K

Sector Composition

Rank Sector Weight
1 Technology 21.04%
2 Financials 8.62%
3 Healthcare 6.05%
4 Consumer Discretionary 4.85%
5 Industrials 3.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SHW icon
126
Sherwin-Williams
SHW
$88.2B
$325K 0.15%
930
-15
-2% -$5.26K
AMLP icon
127
Alerian MLP ETF
AMLP
$13.2B
$317K 0.14%
6,100
– –
SCHF icon
128
Schwab International Equity ETF
SCHF
$68.4B
$311K 0.14%
15,746
– –
EXC icon
129
Exelon
EXC
$46.1B
$310K 0.14%
6,725
– –
WSM icon
130
Williams-Sonoma
WSM
$29.6B
$298K 0.14%
1,885
– –
BRO icon
131
Brown & Brown
BRO
$23.7B
$296K 0.13%
2,380
– –
SAND
132
DELISTED
Sandstorm Gold
SAND
$295K 0.13%
39,081
– –
EWC icon
133
iShares MSCI Canada ETF
EWC
$6.48B
$286K 0.13%
7,020
– –
BNY
134
Bank of New York Mellon
BNY
$108B
$284K 0.13%
3,392
-260
-7% -$21.8K
ADBE icon
135
Adobe
ADBE
$108B
$284K 0.13%
740
-17
-2% -$7.29K
GPC icon
136
Genuine Parts
GPC
$18.5B
$281K 0.13%
2,360
-75
-3% -$9.02K
DLR icon
137
Digital Realty Trust
DLR
$70.8B
$281K 0.13%
1,960
+100
+5% +$16.3K
NEE icon
138
NextEra Energy
NEE
$176B
$281K 0.13%
3,957
-85
-2% -$6K
PH icon
139
Parker-Hannifin
PH
$134B
$280K 0.13%
460
-5
-1% -$3.27K
AEP icon
140
American Electric Power
AEP
$67B
$278K 0.13%
2,540
– –
SCHX icon
141
Schwab US Large- Cap ETF
SCHX
$74.5B
$277K 0.13%
12,560
-250
-2% -$5.82K
GLW icon
142
Corning
GLW
$138B
$276K 0.13%
6,025
+350
+6% +$17.3K
PEP icon
143
PepsiCo
PEP
$189B
$275K 0.13%
1,837
-325
-15% -$48.4K
TMO icon
144
Thermo Fisher Scientific
TMO
$220B
$275K 0.12%
552
-35
-6% -$19K
TSCO icon
145
Tractor Supply
TSCO
$18B
$274K 0.12%
4,975
-200
-4% -$10.9K
GILD icon
146
Gilead Sciences
GILD
$166B
$269K 0.12%
+2,402
New +$248K
CSX icon
147
CSX Corp
CSX
$93.3B
$267K 0.12%
9,060
-925
-9% -$29.4K
META icon
148
Meta Platforms (Facebook)
META
$1.51T
$262K 0.12%
455
-25
-5% -$16.1K
CDNS icon
149
Cadence Design Systems
CDNS
$93B
$259K 0.12%
1,020
– –
VZ icon
150
Verizon
VZ
$195B
$258K 0.12%
5,684
-125
-2% -$5.2K
4 5
6
7 8

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AA
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EFP
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TLA
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FSCM
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AAM
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RFA
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Tiemann Investment Advisors's Q1 2025 Portfolio in Review

As of Q1 2025, Tiemann Investment Advisors held 198 positions worth $220M, down 2% from $225M the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Tiemann Investment Advisors's Q1 2025 filing shows 6 new, 31 increased, 99 reduced and 6 closed positions. Its largest new stake was Gilead Sciences: 2,402 shares worth $269K. The largest sale was Apple, an estimated $358K.

By sector, the portfolio is most concentrated in Technology at 21% of assets, down from 24% a quarter earlier, followed by Financials and Healthcare.

  • Tiemann Investment Advisors's largest Q1 2025 buy was Gilead Sciences: 2,402 shares worth $269K.
  • Tiemann Investment Advisors added most to iShares Core US Aggregate Bond ETF in Q1 2025, an estimated $1.64M increase.
  • Tiemann Investment Advisors's biggest Q1 2025 reduction was Apple, cutting an estimated $358K.
  • Tiemann Investment Advisors fully exited Deckers Outdoor in Q1 2025, selling an estimated $305K.
  • Tiemann Investment Advisors's ten largest holdings make up 42% of its $220M portfolio in Q1 2025.
  • Tiemann Investment Advisors opened 6 new positions and closed 6 in Q1 2025.
  • Tiemann Investment Advisors's portfolio value fell 2% quarter-over-quarter to $220M.

Based on Tiemann Investment Advisors's 13F filing for Q1 2025, filed 14 May 2025.